Maintain Customer

Menu: Customer | Maintain Customer...

Introduction

• To keep the customer profile data such as addresses, telephone, fax, email, contact person, credit limits, credit terms, etc. In other words, it is your customer contacts.

File:Customer-Maintain Customer-Browse.jpg

New Customer

• To create NEW customer, CLICK on NEW button. See screenshot below.

File:Customer-Maintain Customer-NEW.jpg

• You will get a blank form to be fill-in with your customer particular.

File:Customer-Maintain Customer-NEW FORM.jpg

• You may start input the following fields:

Field Name	Explanation & Properties
Company	Input the customer billing company name. Field type : Alphanumerical Length : 100
Description 2 (UNDERLINE below Company)	An optional field recommended to input Chinese translated name, former company name, company register no, etc. Field type : Alphanumerical Length : 100
Control A/c	Select an appropriate Customer Control Account wish to be posted to GL when customer documents are created. Field type : Lookup from the Maintain Accounts (Special Type: Customer Control Account) Length : 10
Code	AUTO/MANUAL generate the Customer Code. Field type : Alphanumerical Length : 10
Cust Category	Categorize your customer for reporting purpose. Field type : Lookup from Maintain Company Category Length : 15

General

File:Customer-Maintain Customer-General Tab.jpg

Field Name	Explanation & Properties
Branch Name	You may maintain multiple set of addresses by differential the Branch Name. Default Branch Name: BILLING Field type : Alphanumerical Length : 100
Address (4 lines)	Input the company addresses. Field type : Alphanumerical Length : 40 (each lines)
Attention	Input the contact person. Field type : Alphanumerical Length : 70
Phone 1 & 2	Input the telephone no. Field type : Alphanumerical Length : 30
Fax 1 & 2	Input the fax no. Field type : Alphanumerical Length : 30
Email	Input the email. Field type : Alphanumerical Length : 60
Area	Select a default Area. Field type : Lookup from Maintain Area Length : 10
Agent	Select a default Agent. Field type : Lookup from Maintain Agent Length : 10
Currency	Select a default Currency. Field type : Lookup from Maintain Currency Length : 6
Credit Terms	Select a default Terms. Field type : Lookup from Maintain Terms. Length : 10
Credit Limit	Set the credit limit. (for non-Advance Credit Control module) Field type : Numeric
Statement	Select a default statement type, ie. Open Item or Brought Forward. Field type : Option Default : Open Item
Aging On	Select a default Aging type, ie. Invoice Date or Due Date. Field type : Option Default : Invoice Date
Price Tag	Set the price tag to the items. Field type : Lookup from Maintain Stock Price Tag. Length : 10

Note

File:Customer-Maintain Customer-Note Tab.jpg

Sales Tax

Edit Customer

• You can EDIT the customer, CLICK on EDIT button. See screenshot below.

File:Customer-Maintain Customer-EDIT.jpg

NOTE : 
1. User able to EDIT the customer data depends on the user access rights granted.
2. Any EDITING the system will be audited (logged) with changes made.

Save Customer

• You have to SAVE the customer data before can be used. See screenshot below.

File:Customer-Maintain Customer-SAVE.jpg

Delete Customer

• You can DELETE the unwanted customer data. See screenshot below.

File:Customer-Maintain Customer-DELETE.jpg

NOTE : 
1. User able to DELETE the customer data depends on the user access rights granted.

Customer Code Format

• Customer code can be AUTO generate or overwrite it manually. See screenshot below.

File:Customer-Maintain Customer-Customer Code.jpg

IMPORTANT : 
1. Every customer code is unique. 
2. If the system found there is an duplicate code trying to save, users will be notify by warning message.
See screenshot below.
  

• You can set the customer code format via Tools | Options...(Customer). See screenshot below.

• Explanation of the Customer Code Format:

• For example,

Company Name	Customer Control Acc	Format	Result
ABCD SDN BHD	301-000	%.1s-%.1s%.1d	3-A-1
ABCD SDN BHD	301-000	%.2s-%.2s%.2d	30-AB-01
ABCD SDN BHD	301-000	%.3s-%.3s%.3d	301-ABC-001
ABCD SDN BHD	301-000	%.4s-%.4s%.4d	301--ABCD-0001

Credit Control

• Credit Control use to control the customer outstanding within the specific overdue and credit limit given. See screenshot below.

File:Customer-Maintain Customer-Credit Control.jpg

IMPORTANT : 
1. Depends on the user access rights to the Customer Credit Control.
2. Override credit limit can be granted in the user access control.

• Credit Control can be apply to the following:-

1. QT - Quotation
2. SO - Sales Order
3. DO - Delivery Order
4. IV - Sales Invoice
5. CS - Cash Sales
6. DN - Debit Note

• See screenshot below.

File:Customer-Maintain Customer-Credit Control-Exceed Credit Limit.jpg

Control Type	Action	ALLOW EXCEED?
Exceed Credit Limit		Unblock	YES
Exceed Credit Limit	Block || NO
Exceed Credit Limit	Override || PASSWORD REQUIRED
Exceed Overdue Limit	Unblock || YES
Exceed Overdue Limit		Block	NO
Exceed Overdue Limit		Override	PASSWORD REQUIRED